+250.7%
HOOD vs PWR
+592.5%
-341.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.5% |
| 7D | +17.1% | +3.6% | +13.5% | +15.0% |
| 30D | +31.6% | -8.6% | +40.2% | +37.5% |
| 3M | +38.2% | -13.2% | +51.4% | +46.1% |
| 6M | +48.5% | +9.9% | +38.6% | +33.0% |
| YTD | +8.0% | +48.0% | -40.1% | -20.7% |
| 1Y | +18.7% | +66.2% | -47.5% | -18.4% |
| 3Y | +999.1% | +195.1% | +804.0% | +439.1% |
| 5Y | +181.7% | +442.6% | -260.9% | -2.6% |
| All | +250.7% | +592.5% | -341.8% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling